COHEN & STEERS RL EST OPPRT (RLTY) Institutional Ownership Changes & 13F Activity

COHEN & STEERS RL EST OPPRT (RLTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Pathstone Holdings, Llc, Advisors Asset Management, Inc., Bank Of America Corp, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-392,578-100.0%0$0.00Q4 2025Aug 26, 2026
Independent Financial Group, LlcSell-12,900-100.0%0$0.00Q4 2025May 15, 2026
Advisory Advocates, LlcBuy+21,705—21,705$319.06KQ4 2025May 05, 2026
Raymond James Financial IncBuy+118,400—118,400$1.74MQ4 2025Feb 18, 2026
Bank Of America CorpBuy+232,740—232,740$3.42MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+149,888—149,888$2.20MQ4 2025Feb 17, 2026
Logan Stone Capital, LlcBuy+35,689—35,689$524.63KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+35,266—35,266$518.41KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+23,238—23,238$341.63KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+13,518—13,518$198.71KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+12,811—12,811$188.32KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+2,314—2,314$34.02KQ4 2025Feb 17, 2026
Morgan StanleyBuy+1,373,956—1,373,956$20.20MQ4 2025Feb 13, 2026
Pathstone Holdings, LlcBuy+453,346—453,346$6.66MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+80,219—80,219$1.18MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+15,477—15,477$227.51KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+1,622—1,622$23.84KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+1,479—1,479$21.74KQ4 2025Feb 13, 2026
Smartleaf Asset Management LlcBuy+1,066—1,066$15.74KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+91,588—91,588$1.35MQ4 2025Feb 12, 2026
Beacon Capital Management, Inc.Buy+83,500—83,500$1.23MQ4 2025Feb 12, 2026
Wedbush Securities IncBuy+12,900—12,900$190.00KQ4 2025Feb 12, 2026
Pettinga Financial Advisors LlcBuy+11,135—11,135$163.69KQ4 2025Feb 12, 2026
Closed-End Fund Advisors, Inc.Buy+62,769—62,769$922.70KQ4 2025Feb 11, 2026
Lpl Financial LlcBuy+37,353—37,353$549.09KQ4 2025Feb 11, 2026
Gilpin Wealth Management, LlcBuy+2,231—2,231$32.80KQ4 2025Feb 11, 2026
Adapt Wealth Advisors, LlcBuy+17,415—17,415$256.00KQ4 2025Feb 10, 2026
Prospera Financial Services IncBuy+27,849—27,849$409.41KQ4 2025Feb 09, 2026
Allium Financial Advisors, LlcBuy+13,646—13,646$200.59KQ4 2025Feb 09, 2026
Harbour Investments, Inc.Buy+278—278$4.09KQ4 2025Feb 09, 2026
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Frequently asked questions about RLTY activity

  • Which institutional owners are buying RLTY?

    Institutional owners buying RLTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RLTY activity?

    "Buy" means an investor increased their reported position in RLTY compared to the prior reporting period. This reflects growing exposure to COHEN & STEERS RL EST OPPRT (RLTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RLTY increasing?

    Institutional interest in RLTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

RLTY Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet